Module 1: Diligence

In this crucial first step, you will download and complete your Client & Matter Spreadsheet, which can be found under the Materials tab above as well as in your first task, allowing us to run a Critical Conflicts check. Please fill out all three sections (orange, blue, and green) and save this document to your computer.  

In the  second task, you will enter your personal and professional information via our Lateral Partner Questionnaire (“LPQ”).  It is in this form that you will upload your completed Client & Matter Spreadsheet you completed in the first task. 

TIP: If you need to step away before completing the form, you may get timed out and your info will not save. Pushing the “save & continue” blue bar at the bottom of the form will save your entries and allow you to return to the form right where you left off.

A few other routine matters, and this module will conclude with the execution of your Partnership Agreement (yay!).Once signed by both parties, the remaining modules will be unlocked for you to begin your onboarding.  

As always, reach out with any questions, or refer back to your Partner Handbook (linked under the Materials tab).